Overview
Dynamic Yield is a personalisation platform that builds actionable customer segments in real-time, enabling marketers to increase revenue through personalisation, recommendations, automatic optimisation and one-to-one messaging. This document covers how to upload data to User data feed within Dynamic yield using the CSV upload method. This is suitable while sending large amounts of data from Zeotap to Dynamic Yield.Supported Identifiers
This integration supports SHA256 Hashed email, MAIDs, and Membership ID . You can also send any custom identifier and attributes. However, ensure that you create them under Data Feed in Dynamic Yield as explained in the Prerequisites section.Available Actions and Supported Features
The following table lists the available action types for the integration and the supported features for each action type:| Action Name | ID EXTENSION | DELETE | DELTA UPLOAD |
|---|---|---|---|
| Send CSV to User Data Feed | - | - | - |
Prerequisites
Before pushing the segments to Dynamic Yield, ensure that you have set up the feed as mentioned below.- Create a User Feed and obtain the S3 URL and credentials associated with the User Feed.
- Choose an Unique User Identifier or create one. Provide an Identifier Column name. The column name should be provided while creating the destination in Zeotap.
- Decide which attributes (columns) to pass to Dynamic Yield and set up the schema that determines where and how the information is stored in Dynamic Yield.
Note:For more information, refer to the Dynamic Yield documentation.
Step 1 - Create a New User Feed and Obtain the Feed details
In Dynamic Yield, a User Feed ID refers to a unique identifier for a set of user data feeds that are used to drive personalised experiences across channels. A user feed can contain a variety of user data points, such as browsing history, purchase history and demographic information. To create a new User Feed and obtain the corresponding S3 credentials in Dynamic Yield, perform the following steps:
In the new screen that appears, under Feed Source, select Upload a CSV file and click on generate credentials button.
Copy the Bucket details, Access Key and Secret Key. These are required while creating a destination in Zeotap.
Click on Done.a. Under the User Unique Type dropdown, select the Unique Identifier type. This can be Email Address, DYID or any other customer identifier you have created. More details on creating a custom identifier is provide in the next section.b. Enter a name for the Identifier in the Identifier column name. Make sure to enter the exact value in the RHS field in the mapping screen when creating this destination in Zeotap.c. Select Semicolon(;) as the option under Field Value Delimiter dropdown.d. Select Comma(,) as the option under Array Value Delimiter dropdown.
Step 2 - Choose Unique User Identifier or Create one
Under Unique User Identifier, by default, you can choose Email Address (CUID) or DYID. In case you want to add a custom identifier, you can do so by performing the following steps:
Under User Identifier Types, click Add Identifier Type and choose either Phone number or Others. If you choose Others, then you can add a custom identifier in Dynamic Yield as shown below.
Step 3 - Decide the Attributes to Send and Set up the Schema
Under Data Schema, you must define the identifiers and attributes that you want to send to Dynamic Yield. To do so, you can use the Schema Creator as shown in the image below.
Once you have clicked Schema Creator. You can either create a schema from scratch or modify an existing schema using the appropriate options.
If you choose Start from Scratch, then in the new screen that appears, provide the following details:a. Under Column name in your user data source, enter the identifier name as provided in your data source. creating a destination in Zeotap CDP. For example if you are using first_name as the destination field in Zeotap, make sure to enter the exact name(case sensitive) in the “Column name in your user data source” column while creating the User data schema.b. Under Condition name in your audiences, enter the identifier name as you wish to see in the audiences.c. Choose the Condition type as per your requirement.i. Ensure that you include the Membership ID in the schema using the format shown in the image below. Please note that this action allows you to send only the identifier (Email, Phone, or Custom ID). Sending any additional attributes is not supported.d. Note: The Membership ID field must have the Condition Type set to Text Array.
Paste the copied schema into the space provided under Data Schema as shown below.
Note:At this stage, you may encounter errors such as “Illegal Character in:
{Your Data Feed}.” If this occurs, remove any special characters, such as hyphens or underscores, from the data feed name.If you are editing a data feed and adding a field, make sure to include the “default : null” after the “uiType : input” in the data schema before saving it.
Create a Destination for Dynamic Yield
Once you have obtained the prerequisites mentioned in the above section, perform the following steps to create a Destination for Dynamic Yield:
Click Dynamic Yield : CSV Upload. A screen appears displaying details about the particular destination towards the left. On the right-hand side of the screen find a list of fields that are required for the integration to be established. Enter the required details as mentioned in the following steps:a. Enter a name for the Destination.b. Enter the Bucket Path, Access Key and Secret Key. obtained from the Dynamic Yield. More details on how to get these details are mentioned in this section.c. Under User Unique Identifier in Dynamic Yield, choose the unique Identifier, that is, the identifier type chosen while creating a User Data Feed in Dynamic Yield. You can either choose Hashed Email Address or Custom Identifier.i. If you choose Hashed Email Address, then a field called Unique Identifier for Email will be enabled with an auto populated value: iheii. If you choose Custom Identifier, then you need to enter the customer identifier added in Dynamic Yield. For more information about selecting Unique Identifier, refer here.
Note:Remove the s3:// prefix while entering the value in the Bucket Path field. If the Bucket Path in Dynamic yield is : s3://com.dy-external.crm/caf06308992a440381f102a4e19a0fb2, enter the value as com.dy-external.crm/caf06308992a440381f102a4e19a0fb2 in the Bucket Path field in Zeotap.
On the Action and Mapping screen, select Send CSV to User Data feed as the action. Then, map the Catalogue and Destination fields accordingly.a. The Segment Membership field should be mapped, and identifier field (Email address or Customer ID) can be mapped by clicking on the +Add Mapping Field button.i. You may also send additional identifiers and attributes using the same button, provided they are already defined in the schema associated with the User Feed in Dynamic Yield.b. If you are sending Email address , then ensure to map the value “ihe” in the Destination Field (right-hand side field).c. If you are using a Custom Identifier, please ensure that the exact value defined in Dynamic Yield (DY) when creating the identifier is entered in the Destination Field (right-hand side field)i. For example, if customer_id is the name of the identifier definer in Dynamic yield, ensure that “customer_id” is entered in the Destination Field in Zeotap.
Link an Audience to the Dynamic Yield Destination
For information about how to link an audience to the created Destination in the Audiences application, refer here. Note that it can take up to two business days for the audiences (segments) to be available at the Dynamic Yield seat, depending on the volume of data sent and your sequence in the data pipeline.Note:The terms Audiences and Segments are used interchangeably to refer to customer cohorts belonging to a specific category. For example, an Audience or a segment can be a specific group of customers who are over 18 years of age and have performed an addToCart event within the last 30 days.
Create Audiences and Campaigns in Dynamic Yield
Perform the steps below to create audiences in Dynamic Yield:
Under Conditions, provide the following details:a. In the first field, choose the User Data Feed that you wish to include for this Audience.b. In the second field, you can select the Segment ID, Segment Name, and any other identifiers and attributes that you have sent from Zeotap. Note that you can add any number of attributes that you wish to include for this Audience by adding new conditions.c. In the third field, choose the operator for the condition you are creating. It can be Is, contains, equals and more.d. In the fourth field, depending on the User Data Feed chosen, the values will populate. You can choose the desired value from the drop-down list.e. In addition, you can set the timeframe of the condition up to 30 days. Although options are available for 3 months or 1 year, you cannot select them as an error message saying “Projected performance is not supported for audience time frame over 30 days” appears.f. Once all the conditions are set for the audience, Click Save Audience.
Under the Projected Audience Performance tab, you can view the projected audience size for the timeframe selected.
